Bitrix24 MCP Server

# 🚀 Bitrix24 Integration Guide for Business Users ## Using Claude Desktop with Bitrix24 CRM This guide shows you how to use natural language with Claude Desktop to interact with your Bitrix24 CRM system. No technical knowledge required! --- ## 📋 Table of Contents 1. [Getting Started](#getting-started) 2. [Contact Management](#contact-management) 3. [Deal Management](#deal-management) 4. [Lead Management](#lead-management) 5. [Task Management](#task-management) 6. [Search & Utilities](#search--utilities) 7. [Common Use Cases](#common-use-cases) 8. [Troubleshooting](#troubleshooting) --- ## 🎯 Getting Started ### What You Can Do With Claude Desktop connected to your Bitrix24, you can: - **Create, view, and update** contacts, deals, leads, and tasks - **Search** across all your CRM data - **Get reports** on recent activities - **Filter and sort** your data by various criteria - **Automate** routine CRM tasks ### How to Ask Claude Simply use natural language! Here are examples: ✅ **Good Examples:** - "Show me the latest 10 leads" - "Create a new contact for John Smith with email john@company.com" - "Find all deals from 2025" - "Update deal #123 to set the amount to €5000" ❌ **Avoid Technical Terms:** - Don't worry about API endpoints or technical parameters - Claude will handle all the technical details for you --- ## 👥 Contact Management ### View Contacts **What you can ask:** - "Show me the latest 20 contacts" - "List all contacts" - "Get contact details for ID 123" - "Find contacts with the name 'Smith'" **Example Results:** ``` Latest Contacts: 1. John Smith (ID: 456) - john@company.com - Created: 2025-03-15 2. Maria Garcia (ID: 455) - maria@business.com - Created: 2025-03-14 3. David Johnson (ID: 454) - david@corp.com - Created: 2025-03-13 ``` ### Create New Contacts **What you can ask:** - "Create a new contact for Sarah Wilson, email sarah@example.com, phone +1234567890" - "Add a contact: Name: Mike Brown, Company: Tech Corp, Position: Manager" **Required Information:** - ✅ **First Name** (required) - ✅ **Last Name** (required) - 📝 Phone, Email, Company, Position, Comments (optional) ### Update Contacts **What you can ask:** - "Update contact #123 to change the email to newemail@company.com" - "Change the phone number for contact ID 456 to +9876543210" --- ## 💼 Deal Management ### View Deals **What you can ask:** - "Show me the latest 10 deals" - "List all deals from 2025" - "Get deals between January 1, 2025 and March 31, 2025" - "Show me deal details for ID 789" - "Find deals with 'Project' in the title" **Sorting Options:** - By creation date (newest first) - *default* - By modification date - By deal amount - By title (alphabetical) **Example Results:** ``` Latest Deals: 1. Website Redesign Project (ID: 789) - €15,000 - Created: 2025-03-20 2. Software License Deal (ID: 788) - €8,500 - Created: 2025-03-19 3. Consulting Services (ID: 787) - €12,000 - Created: 2025-03-18 ``` ### Create New Deals **What you can ask:** - "Create a new deal: Title: 'Mobile App Development', Amount: €25000, Currency: EUR" - "Add a deal for contact #123: 'Website Maintenance', €5000" **Required Information:** - ✅ **Title** (required) - 📝 Amount, Currency, Contact ID, Stage, Comments (optional) ### Update Deals **What you can ask:** - "Update deal #789 to set the amount to €20000" - "Change the stage of deal ID 788 to 'Won'" - "Add comments to deal #787: 'Client approved the proposal'" --- ## 🎯 Lead Management ### View Leads **What you can ask:** - "Show me the latest 15 leads" - "Get all leads from 2025" - "Find leads from March 2025" - "Show me lead details for ID 456" - "List leads with status 'NEW'" **Example Results:** ``` Latest Leads: 1. Mail da inviare a Sfontanesi521@gmail.com (ID: 658) - 2025-04-04 ⭐ Most Recent 2. Lead #656 (ID: 656) - 2025-03-11 3. Lead #654 (ID: 654) - 2025-03-10 ``` ### Create New Leads **What you can ask:** - "Create a new lead: Title: 'Potential Client Inquiry', Name: 'Anna Johnson', Email: anna@company.com" - "Add a lead from website contact form: Company: TechStart, Phone: +1234567890" **Required Information:** - ✅ **Title** (required) - 📝 Name, Last Name, Company, Phone, Email, Source, Status, Expected Amount (optional) ### Update Leads **What you can ask:** - "Update lead #456 to change status to 'QUALIFIED'" - "Add phone number +1234567890 to lead ID 789" --- ## ✅ Task Management ### View Tasks **What you can ask:** - "Show me all tasks" - "List tasks assigned to user ID 123" - "Get task details for ID 456" - "Find tasks with 'Project' in the title" ### Create New Tasks **What you can ask:** - "Create a task: Title: 'Follow up with client', Responsible: User ID 123, Deadline: 2025-04-15" - "Add a high priority task: 'Prepare proposal', Description: 'Create detailed proposal for new client'" **Task Priorities:** - **0** = Low Priority - **1** = Normal Priority (default) - **2** = High Priority **Task Statuses:** - **1** = New - **2** = Pending - **3** = In Progress - **4** = Completed - **5** = Deferred ### Update Tasks **What you can ask:** - "Update task #456 to set status to completed" - "Change the deadline of task ID 789 to 2025-04-20" - "Set task #123 to high priority" --- ## 🔍 Search & Utilities ### Search Across CRM **What you can ask:** - "Search for 'john@company.com' across all CRM data" - "Find all records with phone number '+1234567890'" - "Search for 'TechCorp' in contacts, companies, and deals" **Search covers:** - 📧 Email addresses - 📞 Phone numbers - 👤 Names and titles - 🏢 Company names ### System Diagnostics **What you can ask:** - "Check if the Bitrix24 connection is working" - "Diagnose any permission issues" - "Test the leads API functionality" - "Check CRM settings and configuration" --- ## 💡 Common Use Cases ### Daily CRM Tasks **Morning CRM Review:** - "Show me the latest 10 leads from yesterday" - "List any new deals created this week" - "Get all tasks assigned to me that are due today" **Lead Follow-up:** - "Find all leads with status 'NEW' from the last 7 days" - "Create a task to follow up with lead #456" - "Update lead #789 status to 'CONTACTED'" **Deal Pipeline Management:** - "Show me all deals in 'NEGOTIATION' stage" - "Get deals worth more than €10,000" - "Update deal #123 to 'WON' status" **Contact Database Maintenance:** - "Find contacts without email addresses" - "Search for duplicate contacts with name 'Smith'" - "Update contact #456 with new phone number" ### Weekly Reports **Sales Performance:** - "Get all deals created this month" - "Show me won deals from Q1 2025" - "List the top 10 highest value deals" **Lead Generation Analysis:** - "Get all leads from the last 30 days" - "Show me leads by source (web, email, phone)" - "Find leads that haven't been contacted yet" ### Data Import/Export Scenarios **Bulk Operations:** - "Create multiple contacts from this list: [provide details]" - "Update several deals with new stage information" - "Generate a report of all 2025 activities" --- ## 🛠️ Troubleshooting ### Common Issues & Solutions **❌ "No recent data found"** - ✅ Try: "Get all leads without date filters first" - ✅ Check: "Show me leads from 2024 to see if data exists" **❌ "Permission denied"** - ✅ Ask: "Diagnose permission issues" - ✅ Check: "Validate the Bitrix24 webhook connection" **❌ "Slow response times"** - ✅ Note: Large datasets (1000+ records) may take 10-15 seconds - ✅ Try: Use smaller limits like "Show me latest 5 leads" for faster results **❌ "Can't find specific record"** - ✅ Try: "Search for [email/phone/name] across all CRM data" - ✅ Check: "List all [contacts/deals/leads] to see available records" ### Getting Help **System Status:** - "Check if Bitrix24 is working properly" - "Test all API connections" - "Diagnose any system issues" **Data Verification:** - "Show me a sample of contacts to verify data format" - "Get one example of each: contact, deal, lead, task" --- ## 📊 Data Formats & Examples ### Date Formats - **Input:** "2025-03-15" or "March 15, 2025" - **Output:** "2025-03-15T10:30:00+00:00" ### Currency Formats - **Supported:** EUR, USD, GBP, etc. - **Example:** "€15,000" or "15000 EUR" ### Phone Formats - **Flexible:** "+1234567890", "(123) 456-7890", "123-456-7890" ### Email Formats - **Standard:** "user@domain.com" --- ## 🎯 Pro Tips for Business Users ### 1. **Be Specific with Requests** ✅ Good: "Show me deals from January 2025 worth more than €5000" ❌ Vague: "Show me some deals" ### 2. **Use Natural Language** ✅ Good: "Create a contact for John Smith at TechCorp with email john@techcorp.com" ❌ Technical: "Execute bitrix24_create_contact with parameters..." ### 3. **Combine Operations** ✅ Good: "Find lead #456 and create a follow-up task for tomorrow" ### 4. **Ask for Clarification** ✅ Good: "I need help finding contacts from last month - can you show me different ways to search?" ### 5. **Use Filters Effectively** - Date ranges: "from January 1 to March 31, 2025" - Status filters: "with status 'NEW'" - Amount filters: "worth more than €10,000" --- ## 🚀 Getting Started Checklist 1. ✅ **Verify Connection**: "Check if Bitrix24 is working" 2. ✅ **Test Basic Functions**: "Show me the latest 5 contacts" 3. ✅ **Try Creating Data**: "Create a test contact" 4. ✅ **Practice Searching**: "Search for my email address" 5. ✅ **Explore Your Data**: "Show me what types of records I have" --- ## 📞 Support & Resources ### Quick Reference Commands - **Latest Data**: "Show me the latest [X] [contacts/deals/leads/tasks]" - **Search**: "Find [search term] in [entity type]" - **Create**: "Create a new [entity] with [details]" - **Update**: "Update [entity] #[ID] to [changes]" - **Filter**: "Get [entities] from [date range] with [criteria]" ### Need More Help? Simply ask Claude: "I need help with [specific task]" and provide details about what you're trying to accomplish! --- *This guide covers all available Bitrix24 functions accessible through Claude Desktop. The system handles all technical details automatically - just use natural language to describe what you need!* 🎉